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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
51
Capital Directions Investment Advisors
Georgia
$286K -$56.5K -4,050 -17%
VCP
52
Vista Capital Partners
Oregon
$279K +$3.35K +240 +1%
ZIM
53
Zacks Investment Management
Illinois
$266K +$43.5K +3,120 +20%
BO
54
BRR OpCo
Ohio
$253K -$33.2K -2,379 -12%
PAG
55
Private Advisor Group
New Jersey
$253K -$9.41K -675 -4%
FM
56
Foster & Motley
Ohio
$241K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$233K +$227K +16,308 New
AG
58
Appleton Group
Wisconsin
$203K +$198K +14,205 New
SAM
59
Stringer Asset Management
Tennessee
$152K +$149K +10,662 New
MFS
60
MSI Financial Services
Massachusetts
$89K +$18.7K +1,344 +28%
U
61
UBS
Switzerland
$69K +$8.87K +636 +15%
BRWA
62
B. Riley Wealth Advisors
Florida
$68.5K +$66.9K +4,800 New
BC
63
Bartlett & Co
Ohio
$67K +$28.2K +2,025 +75%
AIG
64
American International Group
New York
$66.2K +$25.1K +1,800 +63%
FANJ
65
Financial Architects (New Jersey)
New Jersey
$47K +$45.7K +3,276 New
AWM
66
Avior Wealth Management
Nebraska
$31K +$42 +3 +0.1%
MA
67
MUFG Americas
New York
$30K -$214K -15,351 -88%
EK
68
Evensky & Katz
Florida
$20K -$2.76K -198 -12%
MA
69
MCF Advisors
Kentucky
$18K +$2.17K +156 +13%
MAS
70
Madden Advisory Services
Florida
$13K -$37.8K -2,715 -75%
Chevy Chase Trust
71
Chevy Chase Trust
Maryland
$10K +$10.3K +738 New
S
72
SignatureFD
Georgia
$9K -$3.47K -249 -29%
DBT
73
Dubuque Bank & Trust
Iowa
$9K
Creative Planning
74
Creative Planning
Kansas
$6K
VIA
75
Vantage Investment Advisors
Pennsylvania
$4K -$2.3K -165 -37%